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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,941 | $77,164-12.0% | $178,014-61.8% | $80,874-16.0% |
| Participation rate | 13.6% | 65.7%-52.1pp | 77.1%-63.5pp | 67.6%-54.0pp |
| Annual return | 7.96% | 18.09%-10.1pp | 294.80%-286.8pp | 35.62%-27.7pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,171 | $4,408-50.8% | $6,276-65.4% | $4,297-49.5% |
| Admin fee / account holder | $13,968 | $7,164+95.0% | $10,362+34.8% | $6,935+101.4% |